Buckingham Strategic Wealth
Why pick this one
They specialize in personalized wealth management and are located minutes from Uptown Charlotte.
Best for
- high-net-worth individuals seeking comprehensive financial planning
- families needing tailored wealth management services
Look elsewhere if
- looking for budget financial services with minimal customization
- seeking a one-size-fits-all investment strategy
Specialties
- wealth planning
- investment planning
- tax services
- divorce and dispute resolution
- CFO services
Certifications
- CFP
- CLU
- ChFC
- JD
- CPA
What makes them different
- located minutes from Uptown Charlotte
- dedicated local team providing personalized advice
- national network backing for comprehensive resources
- focus on creating innovative financial solutions
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 3545 Whitehall Park Dr, Charlotte, NC 28273
- Phone
- 7045413199
- Website
- https://buckinghamstrategicwealth.com/locations...
Services
- wealth management
- financial planning
- family office services
- business management
- budget services